Packaging Corp of America

PKG

Market cap $18.4B

The most oversold stocks in the materials sector presents an opportunity to buy into undervalued companies.

Investors interested in stocks from the Containers - Paper and Packaging sector have probably already heard of Karat Packing (KRT) and Packaging Corp. (PKG). But which of these two companies is the best option for those looking for undervalued stocks?

As legendary fund manager Peter Lynch's returns proved, investing in unglamorous, "boring" stocks can be highly lucrative. Most people don't know how common it is for humdrum companies to deliver gains north of 1,000%, and dividend increases.

E-commerce and consumer demand will drive the Zacks Containers-Paper & Packaging industry. Stocks like BXBLY, PKG, ATR, SEE and KRT are positioned for growth.

PKG's Q3 earnings rise 3% year over year, fueled by higher prices and mix despite increased operating costs and lower production.

Packaging Corporation of America (NYSE:PKG ) Q3 2025 Earnings Call October 23, 2025 9:00 AM EDT Company Participants Mark Kowlzan - Chairman of the Board & CEO Thomas Hassfurther - President Kent Pflederer - Executive VP & CFO Conference Call Participants George Staphos - BofA Securities, Research Division Michael Roxland - Truist Securities, Inc., Research Division Gabe Hajde - Wells Fargo Securities, LLC, Research Division Mark Weintraub - Seaport Research Partners Anthony Pettinari - Citigroup Inc., Research Division Philip Ng - Jefferies LLC, Research Division Presentation Operator Good day, and welcome to the Packaging Corporation of America Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

Although the revenue and EPS for Packaging Corp. (PKG) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Packaging Corp. (PKG) came out with quarterly earnings of $2.73 per share, missing the Zacks Consensus Estimate of $2.83 per share. This compares to earnings of $2.65 per share a year ago.

LAKE FOREST, Ill.--(BUSINESS WIRE)--Packaging Corporation of America (NYSE: PKG) today reported third quarter 2025 net income of $226.9 million, or $2.51 per share, and net income of $246.7 million, or $2.73 per share, excluding special items. Third quarter net sales were $2.3 billion in 2025 and $2.2 billion in 2024. Diluted earnings per share attributable to Packaging Corporation of America shareholders       Three Months Ended   September 30,   2025   2024   Change Reported Diluted EPS $ 2.5.

Packaging Corp. (PKG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.